LEADING MUNICIPAL FINANCE EXPERTS LAUNCH
TEXAS’ NEWEST BLUE-CHIP FIRM, MASTERSON ADVISORS LLC Nearly 300 Clients Already Trusting Masterson Advisors’ Experience, Mission to Strengthen Their Communities
HOUSTON – A dozen leading municipal finance experts have joined together to launch Masterson Advisors LLC, already one of the largest independent municipal advisory firms in the Houston area with 294 clients throughout southeast Texas.
The firm provides a broad range of specialized advisory services to governmental entities such as municipal utility and other special districts, cities, school districts, port authorities and tax increment zones and redevelopment authorities – and not-for-profits like charter schools and universities. Masterson Advisors helps clients with capital planning, debt management, affordability, and constantly reviewing current and future debt obligations to optimize credit ratings and minimize client costs.
The 11 Houston-based advisory team members total over 160 years of combined advisory experience, and consist of:
Managing Directors: Drew Masterson, Julie Peak, Anthea Moran and Debbie Shelton; Directors: Christine Crotwell and Greg Lentz;
Vice Presidents: Jonathan Church and Kristin Blomquist; and
Analysts: Chase Wolf, Chase Eastland and Ben Terry
Additionally, Ed Stull has joined Masterson Advisors as a Managing Director and will be based in Orlando, Florida. Mr. Stull started his career 30 years ago in commercial banking and has spent the last 22 years in public finance.
“Our team’s unmatched experience enables us to equip clients with municipal financing knowledge, analytical support and the confidence to face rating agencies and Wall Street underwriters on equal footing,” said managing director and co-owner Drew Masterson. “From our partners to our analysts, every member of our team is responsible for making sure we don’t just meet our clients’ expectations – but exceed them.”
Another unique aspect of the firm is the employee ownership model adopted from Masterson & Company in the 1980s, which was founded by Drew Masterson’s father Tom.
“The opportunity to invest in, and receive partial ownership of, the company is something firms just don’t do anymore,” said managing director Julie Peak. “That’s something we wanted to offer our younger employees and prospective employees that they simply won’t find anywhere else.”
Masterson Advisors LLC was officially launched in March and is headquartered in Houston’s Galleria area. For more information, please go to: www.mastersonadvisors.com or contact Chase Eastland Chase.Eastland@MastersonAdvisors.com (713)-814-0553